WHO WE ARE
A licensed CPA firm for small businesses.
Clear Path Accounting is a licensed CPA firm serving small businesses. We keep your books accurate and current, run your payroll, and give you a clear picture of where your business has been, where it stands today, and where it is headed. Our client team handles your day-to-day needs, from documents and questions to monthly deadlines, while our CPA reviews the work behind every financial statement and meets quarterly with clients on our planning package.
About Jazmin Betancourth, CPA
Jazmin holds a BBA and a Master of Accounting and has more than ten years of experience as a CPA. Her background includes time at two Big Four firms, PwC and EY, where she worked with public audit clients and led transaction services work. She has led more than 18 acquisition integrations for private equity-owned businesses and increased EBITDA by over $30M for platform acquisitions. She has also served as assistant controller for a multimillion-dollar company.
Whatever your business looks like today, we are confident we can get you where you need to be.
WHY WE EXIST
Most small business owners don't need more numbers; they need to understand the ones they have. Clear Path exists to give them that understanding.
We catch your books up when they've fallen behind, keep them accurate every month, and help owners plan for what's next. Our vision is a community of business owners who know exactly where they stand, while feeling confident about where they're going.
WHO WE SERVE
Healthcare practices
Medical, dental, therapy, and specialty offices that need clean monthly books and payroll without pulling the office manager away from patients.
Established small businesses
Owners with a team on payroll who are ready to stop doing the books at night and want statements they can rely on.
New and growing businesses
Companies setting up their first real books, moving to QuickBooks Online, or getting ready to apply for financing.
YOUR INFORMATION
How we keep your financial data safe.
Your bank records, payroll, and tax IDs are some of the most sensitive information your business has. We treat them that way.
A secure client portal for every document
Statements, tax IDs, and payroll records come to us through our secure client portal, never by email.
We never ask for your banking passwords
You connect your bank feeds to QuickBooks yourself and can disconnect them at any time.
No payment authority
We do not move money out of your accounts. You approve every payment.
Confidential by law and by habit
As a licensed CPA firm we are bound by professional confidentiality rules, and we do not share your information without your written consent.